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Sofi Technologies shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $560k 36k 15.40
2024-09-30 $264k 34k 7.86
2024-06-30 $222k 34k 6.61
2024-03-31 $245k 34k 7.30
2022-12-31 $62k 13k 4.61
2022-06-30 $96k 18k 5.26

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Walkner Condon Financial Advisors

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
Susquehanna International
Jane Street
D. E. Shaw & Co
Citadel Advisors
UBS Group
Two Sigma Advisers
Two Sigma Investments
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
Wells Fargo & Company
ARK Investment Management

View all funds holding Sofi Technologies